Janeen Sharp
Financial Adviser
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About
Janeen Sharp is an ASIC-registered financial adviser dedicated to helping clients in BAIRNSDALE and across Victoria achieve their financial goals. With over two decades of experience in the financial services industry, Janeen holds the Certified Financial Planner designation from the Financial Planning Association of Australia (now FAAA), earned in 1998, along with an 8-unit Diploma of Financial Planning completed in 1999. Her commitment to ongoing professional development is evidenced by her studies in Margin Lending and Geared Investments (2010) and Self Managed Superannuation Funds (2012). As a member of the Financial Advice Association of Australia (FAAA), Janeen adheres to the highest ethical and professional standards. Janeen is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can assist with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Janeen today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Janeen Sharp provide?
Janeen Sharp offers advice on a broad range of financial matters, including superannuation, retirement planning, wealth management, and insurance. She can help you create a tailored financial strategy to achieve your specific goals.
What are Janeen Sharp's qualifications and experience?
Janeen is a Certified Financial Planner with over 20 years of experience in the financial services industry. She holds a Diploma of Financial Planning and has completed specialized training in margin lending, geared investments, and self-managed superannuation funds.
What is the process for working with Janeen Sharp?
The process typically begins with an initial consultation to discuss your financial situation and goals. Janeen will then develop a personalized financial plan tailored to your needs. Regular reviews will be conducted to ensure your plan remains aligned with your changing circumstances.
How can Janeen Sharp help me with my superannuation?
Janeen can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy. She can also advise on self-managed superannuation funds (SMSFs).
What should I expect from my first meeting with Janeen?
During your first meeting, you can expect a friendly and professional discussion about your current financial situation, your goals, and your concerns. Janeen will take the time to understand your needs and explain how she can help you achieve your financial objectives.
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